Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$23M Sell
2025
Q2
$23M Buy
2025
Q1
$15.8M Sell
2024
Q4
$14.9M Sell
2024
Q3
$13.2M Sell
2024
Q2
$10.4M Buy
2024
Q1
$1M Sell
2023
Q4
$925K Sell
2023
Q3
$909K Buy
2022
Q2
Sell
2022
Q1
$515K Buy